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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,532 | $49,239-62.4% | $70,462-73.7% | $79,858-76.8% |
| Participation rate | 71.9% | 69.2%+2.7pp | 75.1%-3.2pp | 69.6%+2.2pp |
| Annual return | 7.57% | 30.08%-22.5pp | 109.08%-101.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,273 | $2,100-39.4% | $2,737-53.5% | $2,471-48.5% |
| Participant deferral / active EE | $1,576 | $2,769-43.1% | $3,710-57.5% | $3,740-57.9% |
| Admin fee / account holder | $1,170 | $2,876-59.3% | $3,845-69.6% | $5,306-77.9% |